Role OverviewGFC Planning is seeking an Associate Advisor on the CFP track to support comprehensive financial planning and client relationships within a planning-centric RIA. This role is ideal for an advisory professional who has already participated in financial planning and client meetings and is ready for greater responsibility in plan delivery, implementation, and relationship management.
What You Will Do
Deliver a consistently exceptional client experience through thoughtful meetings, proactive communication, and advice that reflects our commitment to clarity and confidence. Participate in discovery, planning, annual review, and follow-up meetings alongside the Lead Advisor.
Why It Might Be a Fit
This is more than a support role, it's an opportunity to have meaningful involvement in client meetings, financial planning, and relationship management, with increasing responsibility as your experience and confidence grow.
Requirements
- 2-5+ years of experience at a planning-centric RIA or similar financial planning environment.
- CFP designation, or actively pursuing CFP certification.
- Bachelor’s degree or equivalent professional background in finance or financial planning.
- Experience participating in client meetings and financial planning conversations.
- Excellent written and verbal communication skills with the ability to explain complex planning concepts in simple language for clients.
- High attention to detail, organization, and follow-through.
- Ability to manage multiple priorities while working independently.
- Proactive, resourceful working style with a bias for action and comfort taking ownership without waiting to be told.
Benefits
- Competitive salary
- Opportunity for professional growth and development
- Meaningful involvement in client meetings, financial planning, and relationship management
- Increasing responsibility as experience and confidence grow
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